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Origin Story

I started Destination Wealth Management with the goal of being a different kind of firm. As a person that struggled financially during college and in my early career, I remember all too clearly how important every dollar impacted my life and goals. What I needed most during that period of time was someone to help me point the way forward towards the right financial decisions. I vowed that I would use my struggles to always remind me of the importance of having a plan, carefully executing a financial strategy, and making decisions with the goal of financial peace of mind.

With a heartfelt passion, we do all we can to assist in the development of the right investment and financial strategy for those we work with. This pursuit is personal to me. I never forget my personal challenges many decades ago and that is why we are so committed to our clients. Destination Wealth Management is an empathetic manifestation of my commitment to help others move forward towards their financial goals. The investors we work with are often looking for a comfortable retirement, seeking to assist others (loved ones or charities), pursuing a life vision of financial success, and trying to make the prudent investment choices in a sea of alternatives.

It’s very simple. The challenges I experienced helped create the mission foundation for Destination Wealth Management and is the core value of who we are as a firm: We exist to help make a positive difference in people’s lives.